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Welcome to another episode of "Coffee with Carl"! In this video, Carl Zoellner, an attorney with Anderson Business Advisors, shares valuable insights into making money in the stock market. Carl discusses his personal approach to investing, focusing on dividend-paying stocks and using options to minimize risk and maximize returns.
Key Takeaways:
- The importance of risk management in stock trading
- How to utilize Roth accounts for tax advantages
- The strategy of writing options to generate income
- Recommendations for dividend-paying stocks like Altria (MO) and AT&T (T)
- Balancing a portfolio with safe investments and fun gambling funds
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- Leave a comment with your thoughts and questions
Thanks for watching, and we'll catch you on the next episode of "Coffee with Carl"!
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Carl Zoellner, Esq. is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.
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About Anderson Advisors
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Disclaimer
The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
28 июн 2024
